Raymond James Ltd.
8500 Leslie St, Thornhill, ON L3T 7M8, Canada
(2)
8500 Leslie St, Thornhill, ON L3T 7M8, Canada
(2)
Raymond James Ltd., is a subsidiary of Raymond James Financial, which is an NYSE Listed Firm and Member of the S&P 500. YOU FIRST ! is the culture of Raymond James.
Raymond James Ltd., Canada is an independent investment firm not owned by a bank.
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2 customer reviews
Malik Raphael
Financial Advisors
Polite friendly and professional
Robert Yelland
Financial Advisors
Very professional. After a few zoom meetings I have full confidence in Mr Korman.
What do you love most about your job?
I help clients to secure enough money to live comfortably in retirement to help children and grandchildren, being able to travel, afford a new home, or donate to a favorite charity. We forge lifetime relationships with clients we choose to serve and genuinely like. I help you make good financial choices.
What inspired you to start your own business?
I am from a dairy processing family where entrepreneurship provided a path to family prosperity. Hard work, focus, dedication, a sense of empathy and adventure, kindness and integrity, combine to create my financial practice at Raymond James.
Why should our clients choose you?
Our team provides you with disciplined repeatable process to clarify your values, articulate your goals and commit you to the right strategy to achieve your goals by specific dates. Our steps involve a process called Values Planning which occurs before financial planning, and financial planning. I believe no portfolio work should occur without an understanding of creating your financial planning model. Unlike competitors who stress company earnings, I emphasize metrics such as operating cash flow, book value, and other balance sheet work. We guide you with written effective advice. This is a role of a Trusted Advisor. We work to what is relevant for you.
Can you provide your services online or remotely? If so, please add details.
Yes. We are a national team that can serve our clients across Canada. We use Zoom meetings.
What changes have you made to keep your customers safe from Covid-19?
Our office and I are fully vaccines compliant. Extensive use of virtual technology enables seamless conversation and presentations with new clients.
Discretionary Partners Portfolio Management, Direct Fee Base Portfolio Management, Corporate and Personal Financial Planning, Cash flow Management, Economic Advice, Philanthropy Advice, Family Trust and Estate Facilitation
YOU FIRST ! is the culture of Raymond James. We take clients through a repeatable process to clarify your values, articulate your goals, and commit you to a strategy to achieve your goals by specific dates. Our value coordinates client financial affairs, simplifies your money by consolidating accounts, shares a vision of the future and gives perspective on the impact of attaining your finances in peak order over time. You will get value from time spent whether we work together or not. Michael Korman, B.COMM, FMA, CIM, FCSI, Raymond James
